Investment Q&A

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.59)
  • $18.59 Cap: $797M
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• iShares Core Canadian Universe Bond Index ETF (XBB $28.49)
  • $28.49 Cap: $8.30B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $46.89)
  • $46.89 P/E (TTM): 5.95X Cap: $19.09B
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.88)
  • $16.88 Cap: $833M
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• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $41.27)
  • $41.27 P/E (TTM): 0.79X Cap: $6.66B
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• Vanguard S&P 500 ETF (VOO $604.44)
  • $604.44 P/E (TTM): 81.12X Cap: $693.65B
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Q: Hoping you could suggest an ETF portfolio for an RRSP account with a minimum 12 years until withdrawals are made. The account is starting from scratch.
Thanks

Upvote 5

Read Answer Asked by Curtis on May 10, 2024

• Stantec Inc. (STN $153.14)
  • $153.14 P/E (TTM): 40.87X Cap: $17.46B
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Q: Thoughts on Stantec's Q results?
Thanks as always.

Upvote 3

Read Answer Asked by Greg on May 10, 2024

• Boardwalk Real Estate Investment Trust (BEI.UN $72.04)
  • $72.04 P/E (TTM): 11.11X Cap: $3.84B
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Q: Can you comment on the quarter vs expectations. I thought results looked very strong with a nice NAV increase q/q but market didn’t care? Thanks

Upvote 1

Read Answer Asked by Scott on May 10, 2024

• Doman Building Materials Group Ltd. (DBM $9.71)
  • $9.71 P/E (TTM): 11.49X Cap: $850M
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Q: your comments on dbm earnings please.
thank you

Upvote 2

Read Answer Asked by howard on May 10, 2024

• Suncor Energy Inc. (SU $57.75)
  • $57.75 P/E (TTM): 12.47X Cap: $70.06B
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Q: SUncor has suggested that once they reach 12B in debt that they will return 75% of free cash flow to shareholders. As a shareholder I like that. My question is why wouldnt paying down debt be a better marker for shareholders? While I recognize that the Company can write off interest expense against their income, it seems incongruous.

Upvote 5

Read Answer Asked by Kelly on May 10, 2024

• EPAM Systems Inc. (EPAM $156.09)
  • $156.09 P/E (TTM): 22.08X Cap: $8.69B
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Q: Can you please comment on earnings and whether this is a buy, hold or sell. Thank you!

Upvote 1

Read Answer Asked by Neil on May 10, 2024

• Sangoma Technologies Corporation (STC $7.81)
  • $7.81 Cap: $261M
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Q: What is your thoughts on Q3 results. The cash flow generation seems big and the new analyst targets seem encouraging and net debt is down alot.

Upvote 2

Read Answer Asked by Charles on May 10, 2024

• Linamar Corporation (LNR $77.88)
  • $77.88 P/E (TTM): 22.12X Cap: $4.65B
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Q: Hi there could you please comment on yesterdays earnings report and whether it’s at a decent point (given todays rise) to initiate a position for 3-5 years?

Thanks!

Upvote 2

Read Answer Asked by Robert on May 10, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $113.02)
  • $113.02 P/E (TTM): 16.88X Cap: $1.34B
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Q: What a great recommendation at $52.25 on Oct 10/23,then rocketed to recent High of $160.51,and returned to $103.50 today. Is it buyable today?What is a good entry price? Txs for U iusual great services & views

Upvote 15

Read Answer Asked by Peter on May 10, 2024

• Whitecap Resources Inc. (WCP $10.53)
  • $10.53 P/E (TTM): 7.18X Cap: $12.96B
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• Nutrien Ltd. (NTR $78.88)
  • $78.88 P/E (TTM): 185.13X Cap: $38.32B
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Q: Considering the recent run-up of nutrient would you change your entry level price of 65$ and secondly would you consider a switch from White Cap to nutrient at what price to offer more upside? Currently I am overweight and On margin with white cap with the dividend all but paying the interest. Any thoughts .and tks.Larry

Upvote 4

Read Answer Asked by Larry on May 10, 2024

• Docebo Inc. (DCBO $41.85)
  • $41.85 P/E (TTM): 43.23X Cap: $1.20B
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Q: Please comment on earning. Thanks for your excellent service.

Upvote 6

Read Answer Asked by Lai Kuen on May 10, 2024

• Amazon.com Inc. (AMZN $228.15)
  • $228.15 P/E (TTM): 35.05X Cap: $2.43T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
  • $198.49 P/E (TTM): 81.84X Cap: $257.91B
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• Affirm Holdings Inc. (AFRM $83.08)
  • $83.08 P/E (TTM): 678.42X Cap: $27.05B
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Q: Hello
Could you comment on Affirm Holdings?
Thank you
Stephane

Upvote 3

Read Answer Asked by Stephane on May 10, 2024

• Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
  • $93.80 P/E (TTM): 160.53X Cap: $140.31B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $78.35)
  • $78.35 P/E (TTM): 38.75X Cap: $126.38B
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Q: I have both BAM and BN. Do I need both, for diversification? If not, which is better to keep?

Thank you.

Upvote 10

Read Answer Asked by ANDY on May 10, 2024

• Duolingo Inc. (DUOL $307.91)
  • $307.91 P/E (TTM): 127.3X Cap: $13.10B
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Q: Hi, can we get an update on DUOL earnings and your feelings going forward?

thx, Mark

Upvote 2

Read Answer Asked by Mark on May 10, 2024

• Meta Platforms Inc. (META $755.59)
  • $755.59 P/E (TTM): 27.25X Cap: $1.89T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
  • $198.49 P/E (TTM): 81.84X Cap: $257.91B
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Q: My question is on SHOP. We saw META drop from $493 to $414 because of a bad report. But being the powerhouse, loved stock that it is, it has come back to nearly where it dropped from.
Can SHOP do the same since it is also a darling?

thanks

Upvote 9

Read Answer Asked by Herm on May 10, 2024

• Global X S&P 500 Index Corporate Class ETF (HXS $93.91)
  • $93.91 Cap: $4.83B
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• Vanguard S&P 500 Index ETF (VFV $162.02)
  • $162.02 P/E (TTM): 82.03X Cap: $25.28B
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Q: Do you prefer HXS or VFV for a FHSA with a timeline of 3-5 years? and what would be your reasoning?

Upvote 4

Read Answer Asked by Kaycee on May 10, 2024

• Aritzia Inc. Subordinate Voting Shares (ATZ $84.25)
  • $84.25 P/E (TTM): 42.94X Cap: $9.67B
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Q: I am a holder of the stock at levels slightly higher than present and have been pleased with the last two quarters do you think the turnaround is in place. The inventory has been reduced from the previous high in the last 6 months or so. Is the current inventory at a level that is right sized for the sales or is it still high. Do you have a rule of thumb for a stock like this for inventory size vs some other metric. Any further color you can add on inventory would be helpful as I am lacking the knowledge. Thanks

Upvote 4

Read Answer Asked by Jerome on May 10, 2024

• Constellation Software Inc. (CSU $4,392.79)
  • $4,392.79 P/E (TTM): 109.88X Cap: $93.08B
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• Topicus.com Inc. (TOI $165.45)
  • $165.45 P/E (TTM): 81.12X Cap: $13.80B
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• Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
  • $93.80 P/E (TTM): 160.53X Cap: $140.31B
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• Lumine Group Inc. (LMN $45.56)
  • $45.56 P/E (TTM): 175.88X Cap: $11.69B
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Q: Good morning. Would it be fair to say that CSU is basically the tech version of BN? BN has, what six or seven children and CSU now has a set of twins. Do you see CSU continuing to give birth to more children?

And if so, at what point would you rather just own the kids and let the parent go, if ever?

Upvote 20

Read Answer Asked by Kelly on May 10, 2024

• lululemon athletica inc. (LULU $159.87)
  • $159.87 P/E (TTM): 11.32X Cap: $18.13B
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Q: Thanks for your answer the other day on this stock. I was hoping you may comment on the recent announced investigation by the competition bureaus or in your opinion is that kind of just noise that is already reflected in the share price? What could the result be and potential downside if the allegations prove to be true?

Upvote 2

Read Answer Asked by Steven on May 10, 2024

• Dye & Durham Limited (DND $10.80)
  • $10.80 Cap: $725M
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Q: Hi 5i,

Would appreciate your thoughts on Engine Capital’s letter to DND in regards to their suspicions that DND intends to issue shares.

I see Engine Capital’s efforts as a positive check to DND management but I am concerned how effective they can be.

Thank you,

Greg C.

Upvote 2

Read Answer Asked by GREGORY on May 10, 2024